Pathway Financial Advisers’s Gabelli Utility Trust GUT Stock Holding History

Pathway Financial Advisers’s Portfolio GUT Stock Details GUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,722	Closed	-$22.6K	–	232
2025 Q3	$22.6K	Buy	+3,722	New	+$22.4K	0.01%	291
2025 Q1	–	Sell	-2,780	Closed	-$14K	–	258
2024 Q4	$14K	Sell	2,780 -617	-18%	-$3.2K	﹤0.01%	330
2024 Q3	$17.7K	Sell	3,397 -15	-0.4%	-$87	0.01%	256
2024 Q2	$19.7K	Buy	3,412 +72	+2%	+$409	0.01%	291
2024 Q1	$18.1K	Buy	3,340 +74	+2%	+$391	0.01%	299
2023 Q4	$17.3K	Buy	3,266 +69	+2%	+$388	0.01%	306
2023 Q3	$16.5K	Buy	+3,197	New	+$21.1K	0.01%	312
2023 Q1	$21.5K	Buy	3,086 +51	+2%	+$362	0.01%	302
2022 Q4	$22.2K	Buy	+3,035	New	+$20.8K	0.01%	318

Other funds holding GUT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathway Financial Advisers's GUT Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Gabelli Utility Trust (GUT) in Q4 2025, closing a stake of 3,722 shares — an estimated $22.6K sold.

Pathway Financial Advisers first reported a position in GUT in Q4 2022 and held it in 9 quarters. The position peaked at $22.6K in Q3 2025. 101 funds tracked by Wall St. Rank hold GUT as of Q4 2025.

Pathway Financial Advisers reported no remaining Gabelli Utility Trust position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 3,722 Gabelli Utility Trust shares in Q4 2025, an estimated $22.6K.
Pathway Financial Advisers first reported a position in Gabelli Utility Trust in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's Gabelli Utility Trust position peaked at $22.6K in Q3 2025.
101 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.